Senior Financial Planner (m/f)

About the job

Michela, Tobias, Gilberto and 12 other colleagues from the Wealth Planning team in Basel are looking for reinforcement. In other words: you!

Your new job

• Comprehensive and needs-based advice to clients (especially in the Private Banking, Key Clients and E&E segments) on topics such as retirement provision, pension, wealth and taxes
• Creating complex financial, pension and tax plans
• Participating in the development and implementation of internal training sessions and presentations as well as customer events

What we benefit from

• Several years of experience as a financial planner
• Experience in the area of pension fund optimization (1e), salary vs. dividend comparisons, tax optimization
• Specialized training as a federal financial planner, financial planning expert, MAS Financial Consulting
• Enjoyment in contact with people and the ability to inspire clients
• Independent, committed as well as solution- and result-oriented with pronounced negotiation skills
• Strong communication skills and the ability to explain complex financial matters understandably, simply and clearly

What you benefit from

• Besides a bank with a lot of tradition, find further exciting ways to help shape the group at our young, cheeky subsidiary Bank Cler
• Flexible working hours, opportunities for home office
• A calm, wonderfully uncomplicated team spirit
• Interesting development opportunities – and we are there to support you with advice and assistance
• Are you expecting a comprehensive employment package from us? You are right, here are the details and many other benefits

Any questions? Gladly! If it’s about professional matters, Melanie Bissig, Head of Wealth Planning, looks forward to your call at 061 266 24 59. For all other questions about BKB, Raphael Schlageter is happy to assist you.

P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!